As a Senior Financial Consultant with CORDA Investment Management, Brooke specializes in helping new clients navigate their financial journeys with clarity and confidence. In her role, she partners closely with individuals and families who have been referred to CORDA, introducing them to our full suite of investment and planning services. Brooke focuses on understanding each client’s goals and positioning them with the right strategies, resources, and team support to build lasting financial success.
With more than 15 years of experience in the financial services industry, Brooke combines deep market knowledge with a strong relationship-building approach. Since joining CORDA in 2018, she has guided clients through strategies spanning equity, fixed income, and alternative investments, always with an emphasis on education and empowerment.
A graduate of Boston University and a former third baseman for the BU Women’s Softball Team, Brooke brings the same competitive spirit and teamwork mindset to her professional career. Outside of work, she is a proud mother of two, an avid world traveler, and a devoted Houston Astros fan. She also gives back to the community through volunteer work with the Houston Livestock Show and Rodeo.
